I love having a meaningful impact on the clients I serve, helping them tackle important issues, organize their financial lives, and look to the future with confidence.
I’m a Financial Advisor with Merrill. For more than two decades, I’ve worked in banking and wealth management, gaining the knowledge and insight to help clients advance meaningful goals for themselves, their family members, and their businesses.
Trust, I believe, is something that is earned over time. I am honored by the trust that clients have placed in me and look to testify to each client’s importance through my diligence and responsiveness. An attentive listener, I pride myself on my follow-through, helping to support steady progress toward client aspirations.
My parents came to the U.S. from Mexico, seeking better opportunities for me and my siblings. As a first-generation American, I value the hard work and sacrifice that business owners pour into their work. I am committed to making my clients financial lives easier and more personalized by addressing multiple life priorities: finances, home, health, family, leisure, giving, and work.
HOW I’M DIFFERENT:
· My knowledge of banking, insurance, wealth transfer, and investing allows me to help clients consider new ideas, address gaps, and capitalize on opportunities.
· Relationships are extremely important to me. Clients know that I understand them, appreciate their unique circumstances, and will work tirelessly to help them move forward.
· Fluent in Spanish, I am a strong communicator. I connect easily with multiple generations of families and relate well to first-generation investors.
· I take pride in what I do. It’s about you and your family and your priorities at every stage of life.
IN MY FREE TIME: I love spending time with my family and parents. I also volunteer with Corazon de Vida, traveling regularly to an orphanage in Tijuana to deliver supplies and spend time with the children.
*Banking Services are through Bank of America, N.A.
*Merrill Life Agency's California License Number 0522776
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.